Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Martucci is a financial advisor at Kestra Private Wealth Services, LLC. Craig has been in the financial services industry since 1998. Craig is a registered representative with Kestra Private Wealth Services, LLC and a registered investment advisor with the state of Utah. Craig has extensive experience in financial planning, portfolio management, and insurance. Craig is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
08/11/2014 - Present
Kestra Private Wealth Services, LLC (SALT LAKE CITY UT)
UT
05/19/2000 - 08/11/2014
RBC CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
NJ
08/13/1998 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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